Financial Planner – We Help Secure The Future!

Find The Best Personal Financial Planners – What to Look For?

  • Top Shelf Training and Customer Service
  • Are They Highly Reviewed in Yelp?
  • Take Advantage of Any Financial Advisors Who Give Free Consultations
  • Are They Nearby and Socially and Emotionally Aware?
  • Always Check Their Fee Structure

To select a financial planner for your business, you will need to talk to several professionals before you make your choice. This article will reveal five questions that you should ask every prospective financial planner before you consider hiring them.

What Professional Experience Do You Have?

You will want to ask every prospective financial planner to give you a brief description of their related work experience. Certified financial planners must have at least three years of work experience in the field. Before you even interview prospective planners, check and verify their work experience.

What Type of Qualifications Do You Hold?

Never hire a financial planner without knowing the exact qualifications they hold. You should also ask every candidate about what they do to keep up with changes in the industry. Certified financial planners need to take continuing education courses to keep their certification up to date.

What Type of Services Do You Offer?

Areas of expertise, licenses, and credentials should all get considered when you hire a financial planner. These factors will determine what type of services they can offer you. For example, if a financial planner doesn’t have the proper license, they can’t sell you insurance, stocks, or mutual funds. If you would like your financial planner to give you investment advice, ask if they registered themselves with state and federal institutions.

Who Is Your Typical Client?

This fourth item on the list acts an important question as some financial planners like to work with people and businesses whose assets fall within a certain class. Asking this question ensures that you and your prospective financial planner will work well together. Some financial planners only work with individuals and businesses with a high net worth, so ask about this before calling planners in to interview them.

Will Other People Gain From the Advice You Offer to Me?

Ask for a description of the planner’s conflicts of interest. Ensure that you get them in writing. One example where this bit of advice may come into play are those planners that sell insurance, mutual funds, or securities. These advisors often have a professional affiliation with the organization that sells these products. Certified financial planners consider it their ethical duty to place your personal or business needs above anything else.

5 Traits of A Competent Financial Planner


A good financial planner will always put your needs above their own.


You should have a pretty good idea what your planning services cost. That includes fees and other costs of doing business.


Your certified financial planner would never give you advice unless they have the qualifications to do so.


When working with a financial planner, you will need to reveal personal or business financial information. A competent advisor would never share your information unless they have your permission.


Your financial planner will always sit down with you and discuss your goals with you before coming up with services that can help you meet your benchmarks. A good financial advisor will always research any products or services before recommending them to you.

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